Corepath Wealth Partners LLC Increases Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Corepath Wealth Partners LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 50,906 shares of the company’s stock after buying an additional 677 shares during the period. iShares Core S&P 500 ETF comprises 29.0% of Corepath Wealth Partners LLC’s portfolio, making the stock its largest holding. Corepath Wealth Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $29,780,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the business. Balboa Wealth Partners boosted its stake in iShares Core S&P 500 ETF by 1.3% during the third quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock worth $745,000 after buying an additional 17 shares in the last quarter. TruWealth Advisors LLC boosted its stake in iShares Core S&P 500 ETF by 2.0% during the third quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock worth $534,000 after buying an additional 18 shares in the last quarter. Lewis Asset Management LLC boosted its stake in iShares Core S&P 500 ETF by 2.9% during the third quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock worth $364,000 after buying an additional 18 shares in the last quarter. Hassell Wealth Management LLC boosted its stake in iShares Core S&P 500 ETF by 2.6% during the third quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock worth $400,000 after buying an additional 18 shares in the last quarter. Finally, Sandbox Financial Partners LLC boosted its stake in iShares Core S&P 500 ETF by 1.1% during the fourth quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock worth $974,000 after buying an additional 18 shares in the last quarter.

iShares Core S&P 500 ETF Price Performance

IVV opened at $612.70 on Friday. iShares Core S&P 500 ETF has a fifty-two week low of $485.19 and a fifty-two week high of $612.70. The firm’s fifty day moving average price is $598.56 and its two-hundred day moving average price is $577.13. The company has a market capitalization of $528.70 billion, a P/E ratio of 25.23 and a beta of 0.99.

iShares Core S&P 500 ETF Profile

iShares Core S&P 500 ETF (the Fund) is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s 500 Index (the Index). The Index measures the performance of the large-capitalization sector of the United States equity market.